See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,561 | $189,613-86.5% | $167,512-84.7% | $142,382-82.0% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 15.58% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,838 | $4,349-57.7% | $3,882-52.6% | $4,299-57.2% |
| Participant deferral / active EE | $2,548 | $6,981-63.5% | $6,405-60.2% | $6,507-60.8% |
| Admin fee / account holder | $545 | $10,528-94.8% | $9,769-94.4% | $12,624-95.7% |